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Disclosery

ASSETMARK, INC: PBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on PBR, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 2,523,921 PBR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,523,921 shares
    Change vs previous 13F +1,260,200 shares

    0.07% of the 13F portfolio, value $40,786,564.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,263,721 shares
    Change vs previous 13F +88,745 shares

    0.05% of the 13F portfolio, value $26,222,212.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,174,976 shares
    Change vs previous 13F +94,133 shares

    0.03% of the 13F portfolio, value $13,923,463.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,080,843 shares
    Change vs previous 13F +47,841 shares

    0.03% of the 13F portfolio, value $13,683,470.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,033,002 shares
    Change vs previous 13F +24,527 shares

    0.03% of the 13F portfolio, value $12,922,852.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,008,475 shares
    Change vs previous 13F +111,757 shares

    0.04% of the 13F portfolio, value $14,461,539.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 896,718 shares
    Change vs previous 13F -43,146 shares

    0.03% of the 13F portfolio, value $11,531,792.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 939,864 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,543,439.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).